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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,673 | $77,896-9.3% | $134,172-47.3% | $82,448-14.3% |
| Participation rate | 21.4% | 62.8%-41.4pp | 72.5%-51.0pp | 68.1%-46.6pp |
| Annual return | 8.51% | 18.21%-9.7pp | 25.30%-16.8pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,151 | $3,162-63.6% | $4,690-75.5% | $4,139-72.2% |
| Admin fee / account holder | $20,163 | $6,336+218.2% | $12,016+67.8% | $7,234+178.7% |